Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 2,023 institutions that hold shares in the stock, with a total of 839 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
254,168
shares
|
$6.75 Million
0.81% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
253,823
shares
|
$6.74 Million
2.74% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
253,653
shares
|
$6.74 Million
1.74% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
253,442
shares
|
$6.73 Million
0.11% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
253,173
shares
|
$6.73 Million
5.51% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
252,410
shares
|
$6.71 Million
1.61% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
252,323
shares
|
$6.7 Million
0.87% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
251,574
shares
|
$6.68 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
251,541
shares
|
$6.68 Million
1.44% of portfolio
|
Q2 2025
Reduced 31.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
251,447
shares
|
$6.68 Million
4.12% of portfolio
|
Q2 2024
Reduced 47.68%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
251,293
shares
|
$6.68 Million
3.35% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
251,042
shares
|
$6.67 Million
0.48% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 14, 2025 Q3 2025 |
250,759
shares
|
$6.66 Million
7.2% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
250,587
shares
|
$6.66 Million
0.25% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
248,853
shares
|
$6.61 Million
3.74% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
248,828
shares
|
$6.61 Million
4.13% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
248,639
shares
|
$6.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
246,259
shares
|
$6.54 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
246,254
shares
|
$6.54 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
244,129
shares
|
$6.49 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
243,095
shares
|
$6.46 Million
0.25% of portfolio
|
Q3 2025
Reduced 52.6%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
241,665
shares
|
$6.42 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
240,955
shares
|
$6.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
240,725
shares
|
$6.4 Million
2.37% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
239,323
shares
|
$6.36 Million
14.12% of portfolio
|
Q3 2023
Added 4.59%
|